+250.7%
TQQQ vs ZETA
+269.4%
-18.7%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.2% | +3.8% | +3.0% |
| 7D | -1.9% | -3.7% | +1.8% | -0.6% |
| 30D | -4.9% | +5.7% | -10.6% | -6.9% |
| 3M | -6.4% | +50.4% | -56.9% | -20.7% |
| 6M | +44.4% | +65.5% | -21.1% | +16.7% |
| YTD | +35.2% | +48.3% | -13.1% | +12.3% |
| 1Y | +49.5% | +45.4% | +4.1% | +23.8% |
| 3Y | +250.7% | +270.8% | -20.0% | +58.1% |
| All | +250.7% | +269.4% | -18.7% | +58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded ZETA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling